Our Clients

Each of our clients has different aims and tolerance for risk.  Since good performance depends on understanding these interests, we discuss them usually face-to-face, before the start of our management.

Some managers offer a single “cookie cutter” approach to investing, with the same asset mix and same securities employed for all clients.  We consider this a disservice since appropriate asset allocation is crucial for results to be in line with client needs.  Once a management  approach is agreed upon, our firm constructs an investment portfolio on a custom-designed, fully discretionary basis.